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Clients and Projects
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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Set up Clients and Projects

  1. Go to the
    Clients
     tab and select
    New client
    .
  2. Enter the client details and select
    Submit
    .
    important
    Ready to Advise users: If you are licensed for Ready to Advise, you'll see an option to
    Create a tax advisory project
    . Keep this
    OFF
     if you are creating a client for tax return preparation only.
  3. Once a client is created, you can open the client details by selecting the client name or by selecting
    View
    .
  4. Select the
    New project
     button to create a new project within the client.
  5. Follow the steps to create a new tax return project.